Most tradies think the money sitting in their bank account means they’re doing okay, until it quietly disappears.

In this snapshot, Katie breaks down why that happens, and how the first Profit First principle (small plates) stops the bleed instantly.

Then she dives into serving sequentially, the Profit First principle that confuses most business owners at first, but becomes the game-changer once they understand it. Katie shows how allocating revenue in a strict order reveals the true health of your business, exposes hidden problems fast, and gives you a clear plan for what to fix next.

If your business feels busy but the bank account tells a different story, this conversation shows you how Profit First turns uncertainty into clarity, and clarity into profit.

• Why money “disappears” when it sits in one or two accounts
• How the small plates principle stops overspending on autopilot
• The simple purpose of multiple bank accounts — and why tradies make better decisions with them
• What “serving sequentially” really means inside Profit First
• Why an underfunded operating expenses account is a warning sign, not a failure
• How starting with just 1% profit rewires your thinking and improves cash flow
• The allocation order that keeps GST, profit, owner pay, tax, and expenses exactly where they need to be
• How Profit First gives you direction instead of overwhelm
• 
  

For tradies who aren’t sure whether Profit First will work for them, this snapshot gives a grounded, real-world look at why the system creates confidence, structure, and profit, without complicating your bookkeeping.

Apple - https://podcasts.apple.com/au/podcast/episode-03-why-your-business-isnt-profitable-and-how/id1800335872?i=1000700038916

Spotify - https://open.spotify.com/episode/5CgYSl88OpebfzzbQ3ni8u?si=a885fc545e5b4119

Watch the full episode on Youtube: https://youtu.be/9CT842jK69w

CONNECT WITH KATIE CRISMALE-MARSHALL

• Instagram: https://www.instagram.com/profitfirstanz/
• Website: https://www.profitfirstaustralia.com.au/
• LinkedIn: https://www.linkedin.com/company/profitfirstanz/
• YouTube: https://www.youtube.com/channel/UCGh889iRtnzqDh8RVPY7YCw
• Facebook: https://www.facebook.com/profitfirstanz

Most business owners think long hours, high overheads, and constant pressure are just part of the deal. Jodi Porteous shows a different path. Once she implemented Profit First, her business became leaner, clearer, and easier to run.

In this snapshot, Jodi shares how moving her operation fully online cut her overheads in half and strengthened the way her team works. A dedicated 1% community account created meaningful impact across every location her team lives in. Another 1% saved for team travel grew steadily until it funded a full team retreat in Bali and a week-long business shutdown with no client issues.

If you’ve been operating in survival mode, this snapshot shows how steady, consistent decisions can shift your business from heavy and reactive to intentional and sustainable.

Listen to the full episode here

Apple - https://podcasts.apple.com/au/podcast/episode-08-how-one-accountant-rewrote-the-rules/id1800335872?i=1000704633585

Spotify - https://open.spotify.com/episode/7hDbKa6fDFaQk47MX4OY6Y?si=X8YJrQi-SSqHJUXsrKCfWQ

Watch the full episode on Youtube: https://youtu.be/W19ruI7ZY9w

You don’t need a finance degree to run a profitable business. You just need the right habits.

In this episode, Katie Crismale-Marshall unpacks the biggest myth business owners believe: that you need to be a “numbers person” to take control of your finances. It’s just not true.

Using real world examples and insights Katie explains how Profit First helps overwhelmed business owners shift from stress to clarity, by making profit a habit, not an afterthought.

You’ll learn how to:

• Build profit into your business no matter your “money skills”
• Create consistent, sustainable systems that work in any season
• Make money management feel empowering (and even fun)
• Rewire old beliefs that keep you stuck in financial overwhelm
• Regain control, even when business throws you a curveball
• 
  

Whether “fun” is your word or not, Katie encourages you to define what you want your business to feel like, and connect that emotion directly to your profit systems. Because when profit becomes a habit, freedom follows.

Listen to the full episode here

Apple - https://podcasts.apple.com/au/podcast/episode-07-profit-first-mindset-how-profit-first-has/id1800335872?i=1000703782112

Spotify - https://open.spotify.com/episode/0b4H8wPukZ5sMgaFDvvLR9?si=e125fb43e98a42b7

Watch the full episode on Youtube: https://youtu.be/UfFffy66Un4?si=l2oGWkeunT2fDYM9